2023 Form 5500 filing — Ron Jon Savings And Investment Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240731205007NAL0037922080001) for Ron Jon Savings And Investment Plan, reported by Ron Jon Surf Shop Of Fla., Inc. under EIN 59-1207389 and plan number 002. It reports 286 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$17.4MReported net assets$17,372,123
Participants286
Provider compensation$5K4 Schedule C row(s)$5,012
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240731205007NAL0037922080001
Plan sponsor
Ron Jon Surf Shop Of Fla., Inc.
EIN
59-1207389
Plan number
002
Location
Cocoa Beach, FL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$17.4M total assets
Net assets$17.4MLiabilities$0
Money in vs. money out
Total income / additions$3.4M
Total expenses$718.4K
Benefits paid / distributions$669.6K
Contributions
Employer$293.8K
Participant$534K
Full reported line items
Total assets (EOY)
$17,372,123
Total liabilities (EOY)
$0
Net assets (EOY)
$17,372,123
Employer contributions
$293,799
Participant contributions
$534,014
Total income / additions
$3,365,371
Benefits paid
$669,586
Administrative expenses
$5,012
Total expenses
$718,388
Net increase / (decrease)
$2,646,983
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT MGMT · Direct $3.3K
  2. 2
    RECORDKEEPER · Direct $1.7K · Indirect $0
  3. 3
    BROKERAGE SERVICES · Direct $0 · Indirect $0
  4. 4
    BROKERAGE SERVICES · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240731205007NAL0037922080001 cover?
It is the 2023 Form 5500 filing for Ron Jon Savings And Investment Plan, reported by Ron Jon Surf Shop Of Fla., Inc. (EIN 59-1207389).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages